Build and estimate custom advisory service quotations interactively.
Build customized advisory service proposals, adjust consulting hours, calculate client retainers, and apply promo discounts.
Sum of chosen advisory packages plus hourly consulting and monthly retainer support fees, minus any valid coupon discount applied.
The Service Quotation Builder is an interactive financial tool designed for advisors, consultants, and agencies to assemble custom service packages. Clients can toggle specific advisory offerings, adjust hourly consulting commitments, and see live pricing breakdowns.
Each service package carries a baseline fee. Additional hourly consultation and ongoing retainer support are added dynamically. Applying promotional coupon codes automatically deducts a percentage discount from the gross total before generating client-ready quotes.
After tailoring the service requirements, advisors can instantly generate and download a branded PDF proposal. The PDF contains detailed itemizations, breakdown charts, client name tags, and advisor branding for formal presentational review.
Yes, you can select individual modules like Wealth Planning, Tax Advisory, GST Setup, or Portfolio Advisory to dynamically adjust the quote total.
Entering a valid promo code (such as OCTA10) automatically deducts the designated percentage off the cumulative base fee.
The PDF serves as an official fee estimate and summary proposal. Formal terms can be finalized upon contract execution.